+95.2%
CNC vs HAS
+61.8%
+33.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | 0.0% | +1.2% |
| 7D | -0.9% | -1.1% | +0.1% | -0.7% |
| 30D | -1.0% | -2.8% | +1.8% | -0.4% |
| 3M | +4.5% | +10.1% | -5.6% | +2.1% |
| 6M | +85.2% | -1.4% | +86.6% | +84.6% |
| YTD | +61.4% | +14.2% | +47.2% | +55.7% |
| 1Y | +94.9% | +18.2% | +76.7% | +86.5% |
| 3Y | 0.0% | +48.6% | -48.6% | -11.1% |
| 5Y | +11.2% | +14.2% | -3.0% | +4.0% |
| All | +95.2% | +61.8% | +33.4% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling